| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 66,668 | 1,070,692 | 41.15% | ||
| 2 | Janney Montgomery Scott LLC | 95,321 | 1,531,000 | 58.85% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
